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Yardley Wealth Management’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Yardley Wealth Management’s Portfolio AVLV Stock Details AVLV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$6.93M Buy
101,523
+3,597
+4% +$245K 3.79% 12
2025
Q1 		$6.39M Sell
97,926
-14,235
-13% -$928K 3.76% 12
2024
Q4 		$7.48M Buy
112,161
+18,269
+19% +$1.22M 3.63% 13
2024
Q3 		$6.18M Buy
+93,892
New +$6.18M 3.67% 13